Assessment Form

1

What best describes your current Microsoft licensing foundation?* This field is required.

Mostly M365 E1 or basic Office 365

M365 E3 is our primary license

M365 E5 is our standard

M365 E5 with Copilot or multiple add-ons

2

How would you rate your organization’s security posture?* This field is required.

Basic—still building foundations

Moderate—improved but gaps remain

Strong—comprehensive controls in place

Leading—security is a strategic strength

3

How is AI currently being used across your organization?* This field is required.

Not using AI today

Piloting AI tools in a few teams

Broad Copilot usage across users

AI and agents are automating workflows and tasks

4

* This field is required.

Not using Copilot today

Piloting with a small group

Deployed to many users

Expanding AI usage but lacking governance and visibility

5

How would you describe your data and compliance requirements?* This field is required.

Basic requirements

Moderate—industry or data-specific needs

High—regulatory or customer-driven

Very high—complex global or multi-regulatory

6

How would you rate your identity and access environment?* This field is required.

Basic AD with limited controls

MFA and some conditional access

Advanced conditional access and governance

Complex, multi-environment identity strategy

7

What is your biggest challenge with your current environment?* This field is required.

Gaps in security or compliance

Too many tools / add-ons

Managing AI usage, risk, and governance

Cost predictability and optimization

8

How much visibility and control do you have over AI tools and agents?* This field is required.

No visibility into AI usage

Limited visibility across teams

Some controls exist, but not centralized

Strong governance, visibility, and control

9

How would you describe your IT environment complexity?* This field is required.

Mostly cloud, simple

Mixed environments

Complex with multiple systems

Highly complex / global scale

10

What is your top priority over the next 12 months?* This field is required.

Improve productivity

Strengthen security & compliance

Operationalize AI across teams

Do all of the above at scale

11

Calculation